Mitchell McLeod Pugh & Williams’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10M | Sell |
30,629
-96
| -0.3% | -$29.8K | 1.23% | 17 |
|
|
2026
Q1 | $9.04M | Sell |
30,725
-506
| -2% | -$154K | 1.33% | 14 |
|
|
2025
Q4 | $10.1M | Sell |
31,231
-523
| -2% | -$162K | 1.44% | 12 |
|
|
2025
Q3 | $9.7M | Buy |
31,754
+66
| +0.2% | +$19.6K | 1.56% | 11 |
|
|
2025
Q2 | $9.19M | Buy |
31,688
+63
| +0.2% | +$16.1K | 1.71% | 9 |
|
|
2025
Q1 | $7.76M | Sell |
31,625
-78
| -0.2% | -$19.9K | 1.6% | 10 |
|
|
2024
Q4 | $7.6M | Sell |
31,703
-1,398
| -4% | -$326K | 1.59% | 10 |
|
|
2024
Q3 | $6.98M | Sell |
33,101
-268
| -0.8% | -$56.4K | 1.46% | 10 |
|
|
2024
Q2 | $6.75M | Buy |
33,369
+25
| +0.1% | +$4.89K | 1.54% | 10 |
|
|
2024
Q1 | $6.68M | Sell |
33,344
-18
| -0.1% | -$3.25K | 1.61% | 8 |
|
|
2023
Q4 | $5.67M | Buy |
33,362
+104
| +0.3% | +$15.8K | 1.5% | 8 |
|
|
2023
Q3 | $4.82M | Buy |
33,258
+541
| +2% | +$81.1K | 1.42% | 8 |
|
|
2023
Q2 | $4.76M | Sell |
32,717
-999
| -3% | -$137K | 1.38% | 10 |
|
|
2023
Q1 | $4.39M | Buy |
33,716
+475
| +1% | +$65.1K | 1.37% | 12 |
|
|
2022
Q4 | $4.46M | Sell |
33,241
-284
| -0.8% | -$36K | 1.51% | 12 |
|
|
2022
Q3 | $3.5M | Buy |
33,525
+923
| +3% | +$106K | 1.35% | 15 |
|
|
2022
Q2 | $3.67M | Sell |
32,602
-618
| -2% | -$76.6K | 1.42% | 13 |
|
|
2022
Q1 | $4.53M | Sell |
33,220
-158
| -0.5% | -$23.3K | 1.52% | 12 |
|
|
2021
Q4 | $5.29M | Buy |
33,378
+477
| +1% | +$78.3K | 1.75% | 7 |
|
|
2021
Q3 | $5.39M | Buy |
32,901
+780
| +2% | +$122K | 2% | 5 |
|
|
2021
Q2 | $5M | Sell |
32,121
-74
| -0.2% | -$11.6K | 1.92% | 6 |
|
|
2021
Q1 | $4.9M | Buy |
32,195
+905
| +3% | +$130K | 2.05% | 5 |
|
|
2020
Q4 | $3.98M | Buy |
31,290
+98
| +0.3% | +$11K | 1.83% | 6 |
|
|
2020
Q3 | $3M | Buy |
31,192
+417
| +1% | +$41K | 1.54% | 9 |
|
|
2020
Q2 | $2.9M | Buy |
30,775
+4,696
| +18% | +$446K | 1.65% | 9 |
|
|
2020
Q1 | $2.35M | Buy |
26,079
+1,548
| +6% | +$188K | 1.81% | 7 |
|
|
2019
Q4 | $3.42M | Buy |
24,531
+536
| +2% | +$68.7K | 2.15% | 3 |
|
|
2019
Q3 | $2.82M | Buy |
23,995
+410
| +2% | +$46.4K | 1.91% | 4 |
|
|
2019
Q2 | $2.64M | Sell |
23,585
-296
| -1% | -$32.6K | 1.81% | 5 |
|
|
2019
Q1 | $2.42M | Buy |
23,881
+995
| +4% | +$103K | 1.68% | 7 |
|
|
2018
Q4 | $2.23M | Buy |
22,886
+189
| +0.8% | +$20.1K | 1.79% | 6 |
|
|
2018
Q3 | $2.56M | Sell |
22,697
-63
| -0.3% | -$7.15K | 1.72% | 6 |
|
|
2018
Q2 | $2.37M | Buy |
22,760
+64
| +0.3% | +$7.02K | 1.67% | 8 |
|
|
2018
Q1 | $2.5M | Buy |
22,696
+835
| +4% | +$94.5K | 1.79% | 4 |
|
|
2017
Q4 | $2.34M | Buy |
21,861
+2,566
| +13% | +$260K | 1.62% | 6 |
|
|
2017
Q3 | $1.84M | Sell |
19,295
-77
| -0.4% | -$7.1K | 1.36% | 10 |
|
|
2017
Q2 | $1.77M | Buy |
19,372
+202
| +1% | +$17.4K | 1.34% | 11 |
|
|
2017
Q1 | $1.68M | Sell |
19,170
-49
| -0.3% | -$4.32K | 1.32% | 12 |
|
|
2016
Q4 | $1.66M | Buy |
19,219
+1,055
| +6% | +$80.5K | 1.34% | 13 |
|
|
2016
Q3 | $1.21M | Buy |
18,164
+27
| +0.1% | +$1.76K | 1.06% | 25 |
|
|
2016
Q2 | $1.13M | Buy |
18,137
+24
| +0.1% | +$1.5K | 1.02% | 24 |
|
|
2016
Q1 | $1.07M | Buy |
18,113
+27
| +0.1% | +$1.58K | 1.04% | 27 |
|
|
2015
Q4 | $1.19M | Buy |
18,086
+108
| +0.6% | +$7.03K | 1.19% | 20 |
|
|
2015
Q3 | $1.1M | Buy |
17,978
+3,071
| +21% | +$201K | 1.13% | 21 |
|
|
2015
Q2 | $1.01M | Buy |
14,907
+640
| +4% | +$41.8K | 0.93% | 32 |
|
|
2015
Q1 | $864K | Sell |
14,267
-420
| -3% | -$24.9K | 0.79% | 38 |
|
|
2014
Q4 | $919K | Buy |
+14,687
| New | +$884K | 0.85% | 38 |
|
Other funds holding JPM
Mitchell McLeod Pugh & Williams's JPM Position: Q2 2026 in Review
Mitchell McLeod Pugh & Williams reduced its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, selling an estimated $29.8K and leaving 30,629 shares worth $10M. The position accounts for 1.23% of the portfolio, ranked #17.
Mitchell McLeod Pugh & Williams first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $10.1M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Mitchell McLeod Pugh & Williams held 30,629 shares of JPMorgan Chase worth $10M as of Q2 2026.
- Mitchell McLeod Pugh & Williams sold 96 JPMorgan Chase shares in Q2 2026, an estimated $29.8K.
- JPMorgan Chase made up 1.23% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #17 holding.
- Mitchell McLeod Pugh & Williams first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
- Mitchell McLeod Pugh & Williams's JPMorgan Chase position peaked at $10.1M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.